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WELLSPRING ADVISORS, INC.

Advisory

N·HILLSBORO, OR

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$152M
1-Year AUM Growth
+2.9%
3-Year CAGR
+0.3%
Employees
2
Assets Under Management
Total AUM$152M
Discretionary AUM$152M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients353
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record13
First FilingJan 12, 2021
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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